Tapping into Tax Credits for the Beer & Distilling Industries

Description:

Microbreweries, wineries and/or distilleries- in the startup or mature phase- can benefit from a reduced tax liability and improved cash flow.  This (virtual) session will provide tips and tools for identifying and maximizing the credits available to clients/companies in this industry. Grab your favorite brew  and learn how you can make your client/boss "toast" you for the money you save them!

Highlights:

Discussion about the following, tailored specifically to breweries/wineries/distilleries:
• Understanding the 4 part test for qualification 
• Understanding what activities/job titles qualify 
• Understanding how the credit is utilized
• Debunk some myths around the R&D credit 

 

Objectives:

This session will give a brief overview of the R&D Credit and how breweries/wineries/distilleries qualify/can take advantage of these credits for financial and operational benefit.

Prerequisites:

None

Notes:

 

Category:

TX

Credits:

1

Course Level:

Basic/Intermediate

Members

Standard Fee: $20.00

Non-Members

Standard Fee: $28.00

Register Now

Start:

December 16, 2021 4:00pm

End:

December 16, 2021 5:15pm

Check-in starts at 3:55pm

Leaders:

Shikes, Ashley

Ashley Chikes, Director of Operations – EPSA USA.

Ashley graduated from the University of Pittsburgh with a Bachelor of Science Degree in Finance and Marketing. She is also a licensed Pennsylvania attorney and graduated with her Juris Doctor from the University of Pittsburgh. After graduation, she specialized in corporate and real estate law, working with small to medium sized businesses for several years before joining a national tax advisory firm specializing in the research and development tax credit. Today, Ashley is the Director of Operations for EPSA USA, the US subsidiary of EPSA, a global consulting firm. She works with businesses of all sizes, from pre-profit to $100M in revenue, to identify and calculate a research and development tax credit at both the federal and state level. Her industry experience includes manufacturing, software and technology, architecture, engineering, and food and beverage.

Linblade, Rachel

Rachel Lindblade, Senior R&D Consultant – EPSA USA
Rachel graduated from the Texas A&M University with a Bachelor of Science in Environmental Studies. After graduation, she began her career working with a tax advisory firm specializing in identifying Research and Development Tax Credits for small to medium sized businesses. Today, Rachel is the Senior R&D Consultant for EPSA USA, the US subsidiary of EPSA, a global consulting firm. She works with businesses of all sizes, from pre-profit to $100M in revenue, to identify and calculate a research and development tax credit at both the federal and state level. Her industry experience includes food and beverage, architecture, engineering, manufacturing, and construction.

Designed For:

Accounting and finance professionals who work with clients in the brewing/wine/distilling industries and  CEOs, CFOs, Controllers, etc. who handle the finances within a company in this industry.

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